PCM
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Penserra Capital Management’s SM Energy SM Stock Holding History

Penserra Capital Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,547
Closed -$486K – 1155
2024
Q4 		$486K Buy
12,547
+3,882
+45% +$164K 0.01% 578
2024
Q3 		$346K Buy
8,665
+1,035
+14% +$44.9K 0.01% 594
2024
Q2 		$330K Buy
7,630
+482
+7% +$23.7K ﹤0.01% 639
2024
Q1 		$356K Buy
7,148
+5,960
+502% +$244K ﹤0.01% 637
2023
Q4 		$45K Buy
1,188
+468
+65% +$18K ﹤0.01% 1019
2023
Q3 		$28K Buy
+720
New +$27.3K ﹤0.01% 1041
2022
Q3 		– Sell
-15,628
Closed -$534K – 1190
2022
Q2 		$534K Buy
+15,628
New +$635K 0.01% 465

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Penserra Capital Management's SM Position: Q1 2025 in Review

Penserra Capital Management sold out of SM Energy (SM) in Q1 2025, closing a stake of 12,547 shares — an estimated $486K sold.

Penserra Capital Management first reported a position in SM in Q2 2022 and held it in 7 quarters. The position peaked at $534K in Q2 2022. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Penserra Capital Management reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Penserra Capital Management sold 12,547 SM Energy shares in Q1 2025, an estimated $486K.
  • Penserra Capital Management first reported a position in SM Energy in Q2 2022 and held it in 7 quarters.
  • Penserra Capital Management's SM Energy position peaked at $534K in Q2 2022.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Penserra Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.